See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,846 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,383 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,858 | $72,254-6.1% | $86,677-21.7% | $64,808+4.7% |
| Participation rate | 71.0% | 80.4%-9.4pp | 76.6%-5.5pp | 71.5%-0.4pp |
| Annual return | 19.91% | 392.42%-372.5pp | 35.91%-16.0pp | 32.82%-12.9pp |
| Employer contribution / active EE | $1,218 | $2,393-49.1% | $2,836-57.0% | $2,506-51.4% |
| Participant deferral / active EE | $2,013 | $4,658-56.8% | $4,656-56.8% | $4,310-53.3% |
| Admin fee / account holder | $176 | $174+1.2% | $7,493-97.7% | $188-6.3% |